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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,112 | $97,729+26.0% | $83,830+46.9% | $135,379-9.1% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -2.40% | 1287.52%-1289.9pp | 850.97%-853.4pp | 519.79%-522.2pp |
| Employer contribution / active EE | $6,667 | $4,222+57.9% | $3,631+83.6% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,590 | $6,674+13.7% | $5,479+38.5% | $10,828-29.9% |